Bragg Financial Advisors, Inc.

Charlotte, NC

North Carolina

Registered In

09/01/1992

Incorp. Date

Company Summary

Bragg Financial Advisors, Inc. at 1031 S Caldwell ST STE 200, Charlotte, Nc 28203 lists Benton S. Bragg and John F. Bragg , III of Charlotte, NC as associates.

Overview

Registered In

North Carolina

Incorporation Date

09/01/1992

Company Type

Business Corporation

Status

Current-Active

Registration Type

Domestic

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People

Bragg, Benton S. Registered Agent	1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
Benton S. Bragg President	1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
John F. Bragg , III Vice President	1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
Phillips Bragg Vice President	1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203
John F. Bragg , III Secretary	1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203

Map & Locations

1031 S CALDWELL ST STE 200, CHARLOTTE, NC 28203 View Map

Financials

Financial Information for Bragg Financial Advisors, Inc.

Form 5500

BRAGG FINANCIAL ADVISORS INC.

1031 S. Caldwell Street Suite 200, Charlotte, Nc 28203 (704) 377-0261 EIN:56-0938807 Plan Admin:Benton S. Bragg

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY33 / 35 Assets BOY/EOY$16,671,666 / $20,522,754	2023	BRAGG FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	33 / 35	$16,671,666 / $20,522,754
2022	Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 33 Assets BOY/EOY$17,659,546 / $16,671,666	2022	BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	29 / 33	$17,659,546 / $16,671,666
2021	Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY29 / 29 Assets BOY/EOY$14,699,504 / $17,659,546	2021	BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	29 / 29	$14,699,504 / $17,659,546
2020	Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY24 / 28 Assets BOY/EOY$11,917,655 / $14,699,504	2020	BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	24 / 28	$11,917,655 / $14,699,504
2019	Plan NameBRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$9,067,690 / $11,917,655	2019	BRAGG FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	23 / 24	$9,067,690 / $11,917,655

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor